Other
IWM retreats ~1% over past two days after record high
Multiple independent sources confirm pullback from record high; no clear catalyst identified
D1 +0.5% · since -0.6%
CapitalBull
Avior Wealth Management Increases IWM Stake by 47.9% in Q2
Institutional 13F filing shows significant stake increase, indicating professional investor positioning shift in small caps
D1 -0.5% · +5d +1.8%
13 earlier events›
CapitalBear
Hedge fund de-grossing last week was 2nd largest in a decade
Major hedge fund de-grossing pressures small-cap flows
D1 +1.7% · +5d +1.3%
Capital
BofA Cuts IWM Stake 4.9%, Institutional Money Still Favors IWM
BofA's reduction contrasts with institutional preference, impacting small-cap ETF flows
D1 +1.4% · +5d +1.9%
›2 waves of this story
- 2026-07-30 13F filings reveal institutional repositioning; options show directional bet on small-caps
- 2026-07-30 BofA's reduction contrasts with institutional preference, impacting small-cap ETF flows
OtherBear
IWM extends pullback; Korean margin calls spill into US AI/tech
Korean margin call pressure spills into US AI/tech; IWM flat on day but high-beta momentum posts worst monthly ever
D1 +0.6% · +5d +1.1%
›2 waves of this story
- 2026-07-25 49% of large caps down 15%+, 45% of mid caps down 20%+, small caps under pressure
- 2026-07-29 Korean margin call pressure spills into US AI/tech; IWM flat on day but high-beta momentum posts worst monthly ever
Other
Small caps' YTD gain normalizes, IWM still +31% YoY
Russell 2000 YTD performance falls back in line, but strong YoY gains persist
D1 +1.4% · +5d -1.1%
›2 waves of this story
- 2026-07-21 Vanguard/Fidelity see small caps outperforming; IWM strong, VSS weak
- 2026-07-25 Russell 2000 YTD performance falls back in line, but strong YoY gains persist
CapitalBull
AIA and Allspring Boost IWM Holdings
Two firms' Q1 13F filings show increases of 181.5% and 110.3%
D1 -0.6% · +5d +0.2%
CapitalBull
Multiple institutions significantly raised IWM stakes in Q1
AIA +181.5%, Allspring +110.3% per 13F filings
D1 -0.6% · +5d +0.2%
OtherBull
IWM outperforms EEM YTD for first time since January
Russell 2000's YTD lead over emerging markets flips, extending small-cap strength
D1 -0.4% · +5d -0.7%
›2 waves of this story
- 2026-07-01 IWM up 22% in H1, best among index ETFs, showing small-cap strength
- 2026-07-03 Russell 2000's YTD lead over emerging markets flips, extending small-cap strength
OtherBull
IWM hits record highs, up 75% from post-Liberation Day low
IWM continues to strengthen, hitting record highs with improving breadth
D1 -0.4% · +5d -0.7%
OtherBull
IWM Hits Record Highs, Russell 2000 Set for Index Rebalance
43 stocks to move to large-cap index; IWM up 50% in 13 months, best week vs Nasdaq since Nov 2020
D1 +0.6% · +5d +0.2%
›8 waves of this story
- 2026-06-14 Small caps significantly outperform large caps YTD; monthly trend shows healthy bull with Bollinger expansion
- 2026-06-16 YTD performance matches 2021, best first half since ETF's 2000 inception.
- 2026-06-19 Small caps strong, up 20.7% YTD, record high
- 2026-06-20 Upside targets at 300/306/318, support at 290/285, swing-low AVWAP near 272
- 2026-06-21 Technical strength persists, but no new facts, just repetition of prior news
- 2026-06-23 Multiple sources confirm small caps at record highs, extending recent strength
- 2026-06-25 Small caps keep leading; IWM up 21% YTD vs SPY's 8%
- 2026-06-26 43 stocks to move to large-cap index; IWM up 50% in 13 months, best week vs Nasdaq since Nov 2020
OtherBull
Small caps hit record highs, Russell 2000 EPS growth strong
Multiple sources confirm small-cap record highs and 35-40% EPS growth
D1 +0.6% · +5d +0.2%
OtherBull
Weaker-than-expected CPI lifts small caps
Core CPI miss pushes rates lower; IWM up 1.2% in early trading
D1 -1.0% · +5d +2.8%
CapitalBull
IWM Futures +0.80%, Small Caps Extend Bounce
IWM futures led major index futures today, extending last week's rebound
D1 +0.9% · +5d +1.4%
›2 waves of this story
- 2026-05-22 Post-NVDA earnings rotation plus oil below $100 cooling inflation support small-cap rally
- 2026-05-25 IWM futures led major index futures today, extending last week's rebound
OtherBear
IWM Put Option Surge as Small Caps Face High Yields
Multiple sources note small caps' sensitivity to yields/inflation; IWM put is morning's largest
D1 -1.1% · +5d +6.4%
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